FMWA
Forvis Mazars Wealth Advisors’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
42,369
+372
| +0.9% | +$40.1K | 0.1% | 92 |
|
|
2025
Q1 | $4.99M | Sell |
41,997
-15,223
| -27% | -$1.81M | 0.12% | 85 |
|
|
2024
Q4 | $6.16M | Buy |
57,220
+205
| +0.4% | +$22.1K | 0.14% | 81 |
|
|
2024
Q3 | $6.68M | Buy |
57,015
+16,601
| +41% | +$1.95M | 0.15% | 79 |
|
|
2024
Q2 | $4.65M | Buy |
40,414
+1,822
| +5% | +$210K | 0.12% | 93 |
|
|
2024
Q1 | $4.49M | Sell |
38,592
-3,330
| -8% | -$387K | 0.11% | 94 |
|
|
2023
Q4 | $4.19M | Sell |
41,922
-760
| -2% | -$76K | 0.12% | 96 |
|
|
2023
Q3 | $5.02M | Sell |
42,682
-4,467
| -9% | -$525K | 0.15% | 81 |
|
|
2023
Q2 | $5.06M | Sell |
47,149
-1,757
| -4% | -$188K | 0.15% | 97 |
|
|
2023
Q1 | $5.36M | Sell |
48,906
-4,437
| -8% | -$487K | 0.18% | 79 |
|
|
2022
Q4 | $5.88M | Sell |
53,343
-719
| -1% | -$79.3K | 0.21% | 78 |
|
|
2022
Q3 | $4.72M | Sell |
54,062
-1,616
| -3% | -$141K | 0.19% | 81 |
|
|
2022
Q2 | $4.77M | Buy |
55,678
+19,794
| +55% | +$1.7M | 0.19% | 71 |
|
|
2022
Q1 | $2.96M | Buy |
35,884
+1,775
| +5% | +$147K | 0.13% | 87 |
|
|
2021
Q4 | $2.09M | Sell |
34,109
-638
| -2% | -$39K | 0.09% | 99 |
|
|
2021
Q3 | $2.04M | Buy |
34,747
+6,477
| +23% | +$381K | 0.09% | 95 |
|
|
2021
Q2 | $1.78M | Sell |
28,270
-3,635
| -11% | -$229K | 0.08% | 102 |
|
|
2021
Q1 | $1.78M | Sell |
31,905
-6,482
| -17% | -$362K | 0.09% | 100 |
|
|
2020
Q4 | $1.58M | Buy |
38,387
+4,355
| +13% | +$179K | 0.08% | 117 |
|
|
2020
Q3 | $1.17M | Sell |
34,032
-6,597
| -16% | -$226K | 0.07% | 124 |
|
|
2020
Q2 | $1.82M | Buy |
40,629
+3,600
| +10% | +$161K | 0.12% | 90 |
|
|
2020
Q1 | $1.41M | Sell |
37,029
-3,202
| -8% | -$122K | 0.12% | 94 |
|
|
2019
Q4 | $2.81M | Sell |
40,231
-590
| -1% | -$41.2K | 0.2% | 66 |
|
|
2019
Q3 | $2.88M | Buy |
40,821
+7,210
| +21% | +$509K | 0.23% | 60 |
|
|
2019
Q2 | $2.58M | Sell |
33,611
-12,151
| -27% | -$931K | 0.21% | 65 |
|
|
2019
Q1 | $3.7M | Buy |
45,762
+21,460
| +88% | +$1.73M | 0.31% | 47 |
|
|
2018
Q4 | $1.66M | Sell |
24,302
-10,314
| -30% | -$703K | 0.17% | 69 |
|
|
2018
Q3 | $2.94M | Buy |
34,616
+1,066
| +3% | +$90.6K | 0.26% | 49 |
|
|
2018
Q2 | $2.78M | Sell |
33,550
-293
| -0.9% | -$24.2K | 0.27% | 51 |
|
|
2018
Q1 | $2.53M | Buy |
33,843
+7,338
| +28% | +$547K | 0.25% | 52 |
|
|
2017
Q4 | $2.22M | Sell |
26,505
-5,265
| -17% | -$440K | 0.22% | 65 |
|
|
2017
Q3 | $2.61M | Sell |
31,770
-12,584
| -28% | -$1.03M | 0.29% | 50 |
|
|
2017
Q2 | $3.58M | Buy |
44,354
+10,583
| +31% | +$854K | 0.41% | 33 |
|
|
2017
Q1 | $2.77M | Sell |
33,771
-2,360
| -7% | -$194K | 0.34% | 40 |
|
|
2016
Q4 | $3.26M | Buy |
36,131
+171
| +0.5% | +$15.4K | 0.43% | 35 |
|
|
2016
Q3 | $3.14M | Sell |
35,960
-5,808
| -14% | -$507K | 0.44% | 32 |
|
|
2016
Q2 | $3.92M | Buy |
41,768
+6,286
| +18% | +$589K | 0.58% | 25 |
|
|
2016
Q1 | $2.97M | Buy |
35,482
+586
| +2% | +$49K | 0.47% | 32 |
|
|
2015
Q4 | $2.72M | Buy |
34,896
+2,089
| +6% | +$163K | 0.41% | 32 |
|
|
2015
Q3 | $2.44M | Buy |
32,807
+971
| +3% | +$72.2K | 0.43% | 30 |
|
|
2015
Q2 | $2.65M | Sell |
31,836
-1,549
| -5% | -$129K | 0.4% | 38 |
|
|
2015
Q1 | $2.84M | Buy |
33,385
+2,104
| +7% | +$179K | 0.41% | 35 |
|
|
2014
Q4 | $2.89M | Buy |
31,281
+654
| +2% | +$60.5K | 0.47% | 34 |
|
|
2014
Q3 | $2.88M | Sell |
30,627
-221
| -0.7% | -$20.8K | 0.5% | 28 |
|
|
2014
Q2 | $3.11M | Sell |
30,848
-10,160
| -25% | -$1.02M | 0.53% | 27 |
|
|
2014
Q1 | $4.01M | Sell |
41,008
-19
| -0% | -$1.86K | 0.71% | 20 |
|
|
2013
Q4 | $4.15M | Sell |
41,027
-533
| -1% | -$53.9K | 0.77% | 19 |
|
|
2013
Q3 | $3.58M | Buy |
41,560
+6,525
| +19% | +$561K | 0.73% | 18 |
|
|
2013
Q2 | $3.17M | Buy |
+35,035
| New | +$3.17M | 2.51% | 3 |
|